Trust & Estate Specialist

Tired of being just another "body" at a firm where you can't see your future? At our firm, we are a leading regional accounting and advisory practice with a 40+ year legacy of investing directly in our team's success. Based in Alexandria, VA, we have grown into one of the largest and most respected independent accounting firms in the D.C. Metro area. Our culture speaks for itself—we prioritize a healthy workplace environment built on mentorship, clear paths to leadership, and active local community involvement. We promote a true work-life balance and put you in charge of your own professional advancement. Our deeply engaged leadership works closely with staff at all levels to ensure individual career aspirations are supported. If you care about providing top-level service and building trusted, long-term relationships with multi-generational families, high-net-worth individuals, and fiduciaries, we would love to talk with you about joining our specialized Trust & Estate team as a Supervisor. Responsibilities Provide high-level tax preparation, planning, and fiduciary tax advisory services for complex estates, trusts (including revocable, irrevocable, and charitable trusts), and high-net-worth individuals. Oversee and support multiple trust and estate tax engagements concurrently, fostering continual learning and personal prosperity within your staff. Review fiduciary income tax returns (Form 1041), gift tax returns (Form 709), and estate tax returns (Form 706). Manage compliance deadlines, ensuring all estate and trust milestones are outlined and deadlines are met. Complete complex estate planning research, wealth-transfer analysis, and special technical tax projects. Assist in supervising, developing, and coaching staff accountants by creating an inclusive environment built on constant support and mentorship. Participate in the management and development of client relationships, collaborating closely with clients' attorneys, financial advisors, and executors while adhering to the highest degree of professional standards and confidentiality. Qualifications Minimum of a Bachelor's degree in Accounting, Finance, or a related field. CPA License, Juris Doctor (JD), or Enrolled Agent (EA) credential is highly preferred. 4+ years of public accounting or specialized legal experience, with a strong focus and dedicated understanding of the nuances of fiduciary accounting, trust administration, and estate tax planning. Deep technical knowledge of federal and state laws regarding trust and estate taxation. Experience with leading tax preparation and research software (such as CCH Axcess/ProSystem fx and BNA) is a plus. A strong alignment with our core values: demonstrating respect, valuing team collaboration, and having an intellectual curiosity for sharpening your complex tax knowledge. Professional communication skills and the ability to convey dense estate and trust concepts clearly to clients and team members alike. Why Join Us? Location: Work out of our modern, accessible office suite located in historic and vibrant Alexandria, VA, offering an easy commute within the Northern Virginia and D.C. Metro area. Hybrid Flexibility: A flexible, hybrid in-office and work-from-home schedule designed to empower professional staff. Strong Financial Security: Highly competitive base salary with annual performance bonuses, a robust retirement package with a generous 401(k) match, and profit-sharing opportunities. Comprehensive Health: Competitive health, dental, vision, long-term disability, and short-term disability insurance options to protect you and your family. Work-Life Balance: Generous PTO and holiday schedule, alongside realistic busy-season hour targets meant to prevent burnout. Continued Education: Fully paid CPE, specialized trust/estate training courses, and clear internal pathways to move from Supervisor into firm leadership. Firm Culture: A collaborative, mid-sized team environment that balances sophisticated, high-level client work with a warm, approachable office culture. Benefits Competitive Compensation & Financial Security: Highly competitive compensation package, including a 401(k) plan with an automatic 3% company contribution each year. Comprehensive Insurance Coverage: Health, dental, and vision coverage, plus 100% company-paid life, short-term disability, and long-term disability insurance. Generous Paid Time Off: 15 days of PTO to start, alongside 12 paid holidays throughout the year. Work-Life Balance & Flexibility: A flexible work schedule available year-round, featuring flexible summer hours and the ability to work remotely. Office Perks & Amenities: Free parking for all employees, plus complimentary meals and snacks provided during the tax busy season. Modern Work Culture: A "Dress for your day" business casual attire policy, allowing you to dress based on your daily schedule and client meetings. #J-18808-Ljbffr CyberCoders